Learn How to Use Microsoft Power BI for Office 365 to Analyze Salesforce Data
1. Welcome Everyone!
Thank you for joining us as we explore
How to Use Microsoft Power BI for O365
to Analyze Salesforce Data
Netwoven Confidential & Proprietary Information
Power BI for Office365
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Power BI for Microsoft Office 365
Walt De
Petris
COO
Netwoven
3. Who is Netwoven
Save the Children
Netwoven is a solution consulting firm serving large & mid-size enterprises
We were founded in 2001 by former Microsoft executives
Top domain experts from multiple industries
and technology firms like Microsoft, Accenture, Oracle & Intel
U.S. headquartered company with global development center
4. Netwoven Services
Customers
TECHNOLOGY
SOLUTION
CONSULTING
• Office365 Architecture, Planning
and Implementation
• Migration Services from earlier
versions SharePoint or similar
systems
• Social and Search based solutions
• Enterprise Content Management
• Web, Intranet & Collaboration
Sites
• Big Data Management&
Visualization
• Integrated Digital Marketing
• Platform Managed Services
5. Murali Madhusudana
Engagement Director at Netwoven - BI Practice Lead
Associated with Business Intelligence and Data Warehousing
since 2001
Worked for clients like Cisco, Adobe, GE, Amgen, Genentech
Served both Fortune 500 & mid market clients
Extensive Experience with BI tools: Microsoft Power BI, Qlik, SAP
BO, Informatica. Teradata etc.
Extensive knowledge in Information Architecture, set up BICC,
Strategy, Execution, Delivery, Sales, Pre-sales and Account
Management
Project won “TDWI Best Practices Award” at GE
Music, sports (Tennis, Badminton and Cricket), travelling and
spending time with friends and family
MBA, PMI,
Six Sigma Green Belt
mmadhusudana@netwoven.com
+1 408 802 7332 (Cell)
6. 6
Today’s Agenda
Industry Trends
Microsoft’s Self Service BI
On-Prem & Cloud
Key components – Power Query, Power Pivot, Power View and Natural Language based
Search
Industry Use of Power BI Solution
Key building blocks
Cloud based Self Service BI
Power BI vs SharePoint BI
Wrap Up & Q&A
7. 7
SoMoClo (Social, Mobile and Cloud) is the convergence of collaborative, on-the-go technologies that allow users to access data and
applications from anywhere at any time
Next Generation BI Trends
http://searchconsumerization.techtarget.com/definition/SoMoClo-social-mobile-and-cloud
8. BI Maturity
IT Regulated
* Managed Self-Service
BI
* High Governance
IT – Business
Partnership
* IT – Infrastructure
and Business users -
SME
Business Self
Reliant
* Importance to data
exploration and agile
information discovery
* Tech Savvy business
users
Flexibility
Maturity
15 %
50 %
35 %
Self Service BI
Managed BI
Corporate BI
9. Technology Enablers in Next Generation BI
• ETL free, minimal scripting
• Connect to various data
sources – structured &
unstructured seamlessly
• In-built statistical
modelling capability
• Integration with R
• Social Media /Sentiment
Analytics
• Extensive library of most
advanced graphs & charts
• ‘Bing/Google’ like search
capabilities
• Cross Platform Support
(HTML5)
• In Memory
architecture
• Reusable Metadata,
multi-level security
• Multi tenancy
Data
Architecture
Advance
Visualization &
Interactive
Interface
Script free Data
mashup
Predictive
Analytics
11. Microsoft Power BI for Office 365
Self-service BI with the familiarity of Office and the power of the cloud
1 in 4 enterprise customers on Office 365One billion Office users
Analyze Visualize Share Find
Q&A
MobileDiscover
Scalable | Manageable | Trusted
Power BI is a hybrid solution which is partially implemented on-premises and partially in the cloud
via Office 365.
12. Key Components of Power BI – On Premise
12
Power Pivot
Search organizational
and Public (Cloud) data
Import, merge, shape
and cleanse Data
Manage Shared
Queries and Certify
Queries
Power View
Discover
Power Query
Map
Power Map
Analyze Visualize
Create in-memory
data model
Create hierarchies and
KPI’s
Create derived fields
and calculations
Analyze, visualize and
display data
Interactive data
visualization tool
Delivers intuitive ad-
hoc reporting for
business users
Create maps and
tours of data
Enables story telling
using 3-D data
Uses “Bing Map
Service”
Free Excel 2013 Plug-ins | Office Pro Plus | Office Professional Plus
13. Key Components of Power BI – O365 Cloud
13
Q & A
View, Analyze and
explore data & reports
Share Workbooks and
Collaborate
Quick Edits in EWA or
open in Excel
Data CatalogPower BI Site Data Management Gateway
Bing like Search
across Power BI
Workbooks
Natural Language
Queries
System generated
data visualization
Metadata for facilitated
search functionality
Manage Shared Queries
and Certify Queries
Users can easily
discover and reuse
queries
Data Refresh to On-
Prem sources
Schedule periodic
data refreshes
Expose tables and
views as Odata Feed
to external consumers
Cloud Service | Subscription Based | Collaborative Self Service BI
Q&A
14. Additional Functionalities in O365 Cloud
14
Use the Power BI Site to share workbooks with
coworkers
Perform Q&A searches on the workbooks
Schedule automatic data refresh
Utilize shared Power Queries (Enterprise Data
Search)
Utilize certified Power Queries (Data Stewardship)
Open up corporate data sources via an OData feed
(Enterprise Data Search)
Mobile BI App
15. Power BI Workflow
15
Excel
Data
Model
/
Power
Pivot
Data Storage Reports
Excel Workbook
Publish
Workbook
Power BI Admin CenterPower BI App
Text
Database
Web file
O365 (Cloud)
Data Refresh
for On Prem
Sources
Corporate Data Refresh
19. Data Shaping and Manipulation
• Configure Data Types
• Rename and remove columns
• Insert Custom Columns
• Split Columns (i.e. convert delimited text to columns)
• Sort, Group, merge columns
• Un-pivot Columns
• Filter Data
• Replace Value
• Keep top ‘N’ rows or specific range of rows
• Remove Duplicates
Search data, many sources, many transformations, Extensible by code (M language)
Share to Power BI by data catalog
23. Introducing PowerPivot
• PowerPivot empowers business users to create self-
service BI data models in Excel
‐ Achieved with a client-side version of SQL Server Analysis
Services, known as the In-Memory Analytics Engine
‐ Columnar Storage: Can efficiently store data volumes far
greater than what Excel worksheets can achieve
‐ Data is highly compressed and stored
‐ Queries are very fast
• Can import and relate data from corporate, local,
and ad hoc data stores
• In Excel 2013 Professional Plus edition, PowerPivot
is installed, but not enabled
25. Data Sources Power Query Power Pivot
Access X X
Active Directory X
Analysis Services X
Date Feed X X
Excel X X
Facebook X
File Folder X
Hadoop File X
Odata Feed X X
Relational Databases X X
SharePoint List X
SQL Azure DB X X
SQL Server X X
Text File X X
Web X
Windows Azure HD Insight X
Windows Azure Marketplace X X
XML X
Power Query v/s Power Pivot – Data Sources
28. Introducing Power View
• Power View is an interactive data exploration, visualization,
and presentation experience
‐ Highly visual design experience
‐ Rich meta-driven interactivity
‐ Presentation-ready at all times
• It delivers intuitive ad-hoc reporting for business users
• Reports can be based on tabular data models, including
PowerPivot data models
• It is now also available in Excel 2013, and with new features:
32. Power Map for Microsoft Excel enables information workers to discover and share new insights
from geographical and temporal data through three-dimensional storytelling.
What is Power Map?
34. Sharing and Collaboration
35
Microsoft provides 3 managed ways of sharing and collaborating
• SharePoint 2013 (on-premises) – Enterprise Edition
• Office 365 (Cloud) – ProPlus and E3 Editions
• Power BI for Office 365 (Cloud)
These services extend the Self Service BI Capabilities in Excel by making them
available in a collaborative online environment:
• Power BI Sites
• Power BI Q&A
• Power BI Windows Mobile App
• Query and Data Management
• Cloud based Data Refresh
• Power View Forecasting
35. Power BI Sites
Q&A
Customizes a SharePoint Online site for
Power BI activities
Only support Excel Workbooks (250MB)
which can be viewed thru Excel Online
Also support HTML5
Available on Subscription to Power BI for
O365
36. Power BI Q&A
Q&A
Submitted Questions in English are
responded with data visualizations and
reports
Responses are interactive and can be
modified to further refine data
exploration
Cloud modelling allows defining new
terms and resolving ambiguity
37. Cloud Based Data Refresh
Data Management Gateway has to be
installed on On-Premise server
Data refresh will take place when the
data model connection matches a pre-
configured Power BI data source
41. Data Download - Power Query Integration with Salesforce
From Salesforce Objects
Connects directly to the underlying object tables
Displays a full list of all objects to which the user has access
Users can choose one or more tables and import them into
the workbook
From Salesforce Reports
Connects using the Reports API and lets users import reports
built in Salesforce
No connection to the underlying objects and rebuilding
these views on top.
Users can combine their Salesforce data with other relevant
data
42. Data Model and Building Custom Calculations
Load data into worksheet using power query
Use Power Queries to clean and transform
the data
Load data into “Data model” or “Worksheet”
(Data model preferred while working thru
large data sets)
Go to the data model view and join the
tables appropriately with the primary keys
Create appropriate calculations/aggregations
in the calculation area of data model
Use synonyms to create metadata, save the
model and publish to Power BI Site
49. Power BI vs SharePoint BI
50
Power BI SharePoint BI
Environment Power BI is a hybrid solution which is partially
implemented on-premises and partially in the
cloud via Office 365
SharePoint BI is usually an on-premises solution.
Enterprise versions (2013 or 2010) of SharePoint and SQL
Server are required
Content Viewing Displays all document libraries which exist in the
Power BI Site hence better organization of
content
Power Pivot Gallery is a single document library
Data Storage Power BI the data model and the reports
everything must be contained within a single
xlsx file
Upload a Power Pivot model to the Power Pivot Gallery
and other reports can connect to it using a URL-based
connection string
Enterprise Search Uses Power Query to search for corporate data
(or public data) which has been exposed by
other users sharing Power Queries, or by the
administrator exposing an OData feed
No equivalent in SharePoint BI at this time
Natural Language
Query
It's a great way to visualize data on the fly No equivalent in SharePoint BI at this time
Rendering
Visualization
Uses Both Silverlight and HTML 5 SharePoint BI still utilizes Silverlight
50. Features Power BI (Self Service on Cloud) SharePoint BI On Prem BI
In memory Yes Yes Yes
Data size 250MB Configurable up to SharePoint limit (2gb) Unlimited (or limited by RAM)
Data Refresh Yes, using Gateway Yes, Power Pivot Gallery Yes
Direct access to on premise data No Yes Yes
Refresh from Power Query Yes No No
Render Power Map in browser No No No
Power View HTML5 support (+iPad
support)
Yes No No
Render Power View Excel Sheets Yes Yes (SP 2013), No (SP 2010) Yes (SP 2013), No (SP 2010)
Create Power View reports No (Not yet) Yes Yes
Support for Power View in Power Point No (Not yet) Yes Yes
Natural Language query support Yes No No
Synonyms Yes No No
Windows Authentication (corporate
domain)
Yes (DirSync) Yes Yes
Self Service BI – On Premise v/s Cloud
51. Power BI – A Powerful Self Service Tool
52
End Users
o End-users have long wanted the ability to easily access and analyze data
o Q&A’s natural language query and intelligent visualization engine will do more to
encourage every employee to use information as a basis for decisions
BI Analysts
o Power Pivot gave power users the ability to build efficient data models over large
data volumes, but that information needed to “fit” into clean data models
o Power Query’s data transformation and flexibility further empower analysts to
build their own end-to-end solutions quickly
.
IT & Data Stewards
o The data catalog underlying Power BI is exciting because it promotes self-service
and governance simultaneously
53. How to Buy Power BI
54
Two options:
Microsoft
Volume
Licensing
Reach out to your Microsoft
partner or representative for
more information
Microsoft Online
Subscription
Program
Purchase on PowerBI.com
54. Power BI Offers and Pricing
55
Power BI
add-on for E3/E4 Subscribers
Power BI
standalone
Power BI
standalone + Office 365 ProPlus
Pricing is Per User Per Month
Billed Annually ($396/year) ($240/year)
Pricing is Per User Per Month
Billed Annually ($480/year)
Pricing is Per User Per Month
Billed Annually ($624/year)
* 40% off promotion for Office 365 E3 or E4 customers. Ends December 31, 2014. Pricing Shown is US Commercial ERP through the Microsoft Online Subscription Program
Choose the right option based on what you already own:
56. 57
Recap…..
Industry Trends
Microsoft’s Self Service BI
On-Prem & Cloud
Key components – Power Query, Power View and Natural Language based Search
Industry Use of Power BI Solution
Key building blocks
Cloud based Self Service BI
Power BI vs SharePoint BI
57. Webinar Prize Winner!!
Sony Smartwatch
All attendees
who are registered and attend till
the end of Webinar
And the Winner is….